Desert Financial Credit Union · 2 hours ago
Learning Consultant – Business Banking
Phoenix, Arizona, United States
Full-time
Onsite
Senior Level
5+ years expDesert Financial Credit Union is seeking a Learning Consultant specializing in Business Banking. This role involves designing and implementing learning solutions to enhance member relationships and support business banking strategic goals through effective training programs.
BankingFinance
Responsibilities
Design and develop a four-tier curriculum (Essentials, Support, Partner, Advisor) aligned to role-specific competencies, utilizing blended learning solutions including microlearning, workshops, simulations, shadowing, and coaching frameworks. Establish metrics for measuring program success
Facilitate instructor-led training sessions, workshops, and coaching sessions for new hires and existing employees
Partner with business banking SMEs to develop and update content covering account documentation, commercial lending fundamentals, treasury services, and compliance requirements
Build and administer qualification assessments and monitor pass rates and post-certification performance
Manage phased program rollout across multiple years, coordinating training delivery aligning to the hiring plans and system implementations
Manage and generate accurate reports from Learning Management System (LMS) records for course completions and exams, and communicate program metrics to business leadership
Performs other job-related duties as assigned
Qualification
Required
Equivalent combination of education and experience required
5+ years instructional design experience with proven success in financial services or credit union training programs required
4+ years working with commercial/business banking products, services, and regulatory requirements (BSA/AML, KYC, commercial lending) required
2+ years' experience designing, developing, and implementing competency-based development programs with measurable performance outcomes required
2+ years experience facilitating banking or business banking curricula for in-person and virtually workshop delivery required
Expertise and success delivering business banking training required
Excellent presentation and group facilitation skills for in-person and virtually workshop delivery required
Strong interpersonal/human relations skills required
Demonstrated ability to motivate and coach individuals required
Demonstrated ability to work with leaders at all levels of the organization required
Preferred
Bachelor's Degree in Human Resources, Instructional Design, Adult Education Theory, Communication, or related field preferred
Proficient in industry standard software applications such as Adobe Creative Suite, Articulate Storyline, Microsoft Teams, Microsoft Office preferred
Proficiency with LMS platforms, eLearning authoring tools, virtual learning platforms, and AI-enabled training technologies preferred
Certified Professional in Talent Development (CPTD) preferred
DDI (Development Dimensions International) Certified Facilitator preferred
SHRM-CP or HRCI-PHR preferred
Company
Desert Financial Credit Union
Desert Financial Credit Union is a credit union that offers financial solutions to members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Meshey
President and CEO
Jack Biggs, CFA
Senior Vice President / Chief Financial Officer
Recent News
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2026-01-20
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2026-01-05
2025-12-10
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